SMALL CAP INDICES
UPI market share cap hurdle for PhonePe; Small is big for Blinkit
PhonePe CEO Sameer Nigam said the 30% market share cap on Unified Payment Interface is a hurdle for its IPO plans. This and more in today’s ETtech Top 5.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 36%
While it might not have been felt by many and reasons are surely different at various points of time, in the last four weeks, the street has had occasional sightings of bears. The difference is that they are seen in different parts of the markets, some time in nifty, some time in bank nifty, some time in mid-cap stocks. Given the fact the valuations are not very cheap, caution is visible on the street. It is time to take a step back, think and then make a decision both when buying and selling any stock. So be selective, avoid impulsive investing, and keep reviewing one’s portfolio and stay away from penny stocks especially. These selected stocks depict a strong upward trajectory in their overall average score. This implies that there has been a significant improvement in their market outlook in the given time frame.
Weekly Top Mid & Small cap Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
Weekly Top Mid & Small cap Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
For risk takers with medium term perspective: 4 small caps from different sectors with an upside potential of up to 30%
Indian markets are correcting in line with the global markets. How long this phase will continue is an open ended question because when will the US Fed act is something which is still not clear at this point. If one looks at the Indian market, just before this global issue came up they have been doing well, both in terms of the performance at the level of Nifty and broader market breadth which has not been that bad as it used to be in March when it was Indian specific correction. The way things are panning out even in this correction, the probability that Indian markets will be able to outperform global peers seems to be high at this point of time. So, in a way these corrections are opportunities for a medium to long term perspective but only if you buy stocks where they meet certain parameters, especially in small cap segments where risk and reward are of different nature.
Best small cap mutual funds to invest in August 2024
According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks. Small companies go through many ups and downs - more than the established companies in the large and mid cap segments.
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Wealth advisors suggest portfolio clean-up, in favour of largecaps
Wealth managers suggested trimming investments in risky and underperforming schemes as the Nifty hit 25,000. They advised taking profits from high-performing PSU and defense funds, and reviewing schemes that failed to beat their benchmarks. Investors were guided to shift towards large-cap portfolios and gilt funds for more stable returns.
Be selective in all market conditions: 5 largecaps from different sectors with an upside potential of up to 38%
At a time when indices are making new highs, small and mid-cap stocks are moving higher and higher every day, talking about volatility and possibility of corrections is something not many may like. The fact is that Volatility does not give notice before coming so it is better to be prepared for it. Even in the best part of a bull run, corrective phases do come. As an investor, just be prepared for it. How does one prepare for it? One way is by sticking with large cap companies and that too one where there are some tailwinds for the business which will help them do better as compared to others in fundamental ways not just the stock price doing well.
No vertigo mid & smallcap indices make new records
Mid-cap and small-cap indices achieved new highs with strong retail investor interest. Nifty's Midcap 150, Smallcap 250, and Microcap indices all recorded significant growth. Analysts noted the influence of market liquidity, mutual fund investments, and anticipated US rate cuts as key drivers behind the positive sentiment and impressive gains.
ETMarkets Smart Talk: 10% of smallcaps & 20% of midcaps are trading above reasonable valuations: Pradeep Gupta
The reduction in income tax for the middle class and wide-ranging measures to improve employment aim to bolster private consumption. The commitment to fiscal discipline is a strategic move to keep inflation in check.
Long term investing in small caps: 5 stocks from niche areas & having experience of dealing with competition
What is the best and worst part of investing in small caps? If one gets the right stock, returns are very high. The worst, it is not easy to find a small cap stock and the risk of going wrong is higher. So, why not look for companies which have seen and beaten competition and are on stronger footing than the majority. An FMCG company, which operates in extremely niche and small markets but no competitor has been able to beat it for the last three decades. A crockery maker which makes tableware and has been able to beat the best of the competition which comes from China made products. What happens is that while they are small, but they are doing good for a long period of time, their cash positions become strong and that is the key to small cap investing.
Mutual fund jackpots: 13 schemes multiplied investor wealth over 4 times in 5 years
The analysis revealed 13 equity mutual funds that multiplied investors' wealth over four times in five years. Quant Small Cap Fund was the top performer, turning Rs 1 lakh into Rs 6.48 lakh. These funds showed strong CAGR, with several surpassing 33%. However, it is crucial to consider one’s risk appetite and investment goals before making decisions.
Valuation excesses more prevalent in micro caps and small caps: Krishna Sanghavi
But as you move down the curve from Nifty to midcap, midcap to small, small to micro, that worry increases, where the bulk of the gains are valuation-led and not so much supported by earnings in the near term. Clearly, that is a zone where valuation excesses are more prevalent in micro caps and small caps. But large caps do offer quite a bit of valu
Will mid and specialized IT companies pay more as the sector makes a comeback ? 6 Mid sized IT stocks with upside potential of upto 41%
It was after a long period of time that IT stock made a comeback on Friday as reflected in the top gainers list which was dominated by IT stocks. Now the question is whether it is another false start or the Q1 results from TCS and HCL tech are reflecting the fact that the street has been more pessimistic on the sector than it was required. The answer to this would be clear in another couple of days, but the way they have been performing, there is a higher probability of it being more sustainable this time. The fact is IT companies are one of most researched companies in India. But the focus of that research is largely on TOP 5 five companies. While the fact is that the Indian IT sector is far bigger than just these companies. There are many niche areas where mid and small cap IT companies have been able to make their mark and a distinction needs to be made when looking at the sector and probably because the are not over owned by large institutional investor.
Some & simple diligence is all what is required for wealth creation: 5 smallcap stocks for long term investors
On a day when Nifty and sensex are trading with a big cut and all the segments are in red. Talking of small caps which is one probably riskiest segment of the market might appear to be going in the wrong direction. But the fact is that it is a day like this which serves as a reminder of two things. First, however strong the bull run might be, corrections are bound to take place. Second, finally in the end, it is business and the management which manages the business which matters for earnings and earning is what matters to the street. So, if you are looking to invest in markets and especially in the small cap segment there has to be a checklist which if followed, the probability of making mistakes gets reduced and also one is able to get to stocks which create wealth over the long term.
Small cap mutual funds deliver highest return in 5 and 10 years. What should investors do?
Small cap funds have shown impressive returns over the last five and ten years, with potential for high volatility. Investment experts recommend caution and a long-term horizon for aggressive investors. Learn more about the risk and reward profile of small cap schemes.
Dolly Khanna raises stake in smallcap multibagger Selan Exploration Technology
Ace Investor Dolly Khanna has raised her stake in smallcap counter Selan Exploration Technology in the quarter ended June 30, 2024 by 53 bps over the March quarter to 1.56%. Her holding in this oil & gas exploration and production company stood at 1.03%.
AMFI releases new stock categorization, cut-offs for largecap hiked to Rs 84,000 crore
AMFI updated market cap categories: large cap threshold at Rs 84,300 crore, mid cap at Rs 27,600 crore, effective till January 2025. Stocks moving: Hero Motocorp to large cap, SRF to mid cap. Small caps increased, including SRM Contractors. Aligned with Nuvama predictions; affects fund visibility, manager decisions, and reclassification, with limited immediate flow impacts.
ETMarkets Smart Talk: India's economy poised for strong growth in second half of 2024, market outlook cautious: Vipul Bhowar
India's economy is expected to experience strong growth in the second half of 2024. This growth will be fuelled by robust public investment and resilient private consumption, supported by strong domestic factors, decreasing inflation, and favourable fiscal and monetary policies.
Best small cap mutual funds to invest in July 2024
Small cap schemes invest in very small companies or their stocks. According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks.
Don't be afraid to be bullish, just a bit of hard work and a pinch of patience: 4 smallcap stocks for long term investors
Given how nifty and sensex are moving and market breadth is panning out, it is very likely that we are soon going to enter a phase, where the desire to own small caps would come in the category of “highest”. Another side of the story, when that happens, what will get ignored is that “risks” are also at the highest when bulls are controlling the small cap segment. For all those who still want to take exposure to them, in such times, it would be better to be cautious in selecting the stocks, better to go with buying in smaller quantities and buy stocks where the underlying business has good macro fundamentals. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
Don't be afraid to be bullish, just a bit of hard work and a pinch of patience: 4 smallcap stocks for long term investors
Given how nifty and sensex are moving and market breadth is panning out, it is very likely that we are soon going to enter a phase, where the desire to own small caps would come in the category of “highest”. Another side of the story, when that happens, what will get ignored is that “risks” are also at the highest when bulls are controlling the small cap segment. For all those who still want to take exposure to them, in such times, it would be better to be cautious in selecting the stocks, better to go with buying in smaller quantities and buy stocks where the underlying business has good macro fundamentals. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
India Playbook 2024: Where to invest conundrum?
Retail investors favor small-cap stocks due to high returns. Large-caps trade at a valuation discount to small-caps. Domestic ownership prevails in small-caps, with retail investors holding a significant share. Opportunities exist in Finsumption, Capex, and Make in India themes favoring small and mid-cap companies.
62% equity mutual funds outperform benchmarks in first half of 2024
Consider various factors beyond fund outperformance, like risk tolerance and financial goals, before making investment decisions based on the first half of 2024's equity mutual fund performance.
Quant MF: Are ‘black box’ quant funds reliable? Should you invest in quant mutual funds?
Most quant funds in India have a track record of only 3-4 years, which is too short to reliably judge their execution capabilities. Within this limited time frame, significant variance can be observed. Despite a few exceptions, most funds have struggled to outperform the market. Quant models, shrouded in secrecy, make it difficult for investors to understand their working and evaluate their reliability.
Every 2 out of 3 mid and smallcap mutual funds fail to beat benchmarks. Should you still invest?
Mid cap mutual funds offered an average return of 26.09% in the last three years. The mid cap funds are benchmarked against Nifty Midcap 150 - TRI and BSE 150 MidCap - TRI which gave 28.62% and 28.24% respectively in the same time period.
Lack of depth in mid- & smallcap rally hints all’s not shining on D-Street
Mid-cap and small-cap indices in 2024 have seen a remarkable surge, with 20 stocks driving 50% of each index's rally, as per reports. The top contributors include PSUs, financial services, and energy companies.
Best small cap mutual funds to invest in June 2024
Small cap schemes invest in very small companies or their stocks. According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks.
3 out of every 4 small cap mutual funds beat their benchmark in 5 years of Modi government
Small cap mutual funds have showcased strong performance against benchmarks during Modi's second term, with around 74% outperforming. However, investing in them requires high-risk tolerance and a long-term horizon due to their volatile nature. Always consider individual factors before investing.
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